液冷服务器概念股反复活跃 大元泵业5连板

Core Viewpoint - The liquid cooling server concept stocks are experiencing significant activity, with Dayuan Pump Industry achieving five consecutive trading limits, indicating strong market interest and potential growth in this sector [1] Group 1: Market Activity - Dayuan Pump Industry has achieved five consecutive trading limits, reflecting robust investor interest [1] - Other companies such as Oulutong, Jintian Co., Chuanhuan Technology, and Gaolan Co. have seen stock increases of over 5% [1] - Companies like Kexin New Source, Qiangrui Technology, Southern Pump Industry, and Feilong Co. are also experiencing stock price increases [1] Group 2: Industry Insights - Tianfeng Securities estimates that the value of the NVL72 single cabinet liquid cooling system is approximately $100,000 [1] - With the increased shipment of GB200/300 high-density power cabinets, the penetration rate of liquid cooling in AI data centers is expected to rise from 200 to 10% to 300 to 90% [1] - The year 2025 is anticipated to be a pivotal year for the growth of liquid cooling systems, with steep performance increases expected in 2026 [1]